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Bloomberg Technology

ASML's Record Surge, Microsoft Investigates DeepSeek Code

Bloomberg Technology

Bloomberg

Tech News, Business, News

4.549 Ratings

🗓️ 29 January 2025

⏱️ 47 minutes

🧾️ Download transcript

Summary

Bloomberg's Caroline Hyde and Mike Shepard discuss ASML's record surge as it sees sustained AI demand. And, Microsoft and OpenAI are investigating whether OpenAI code was obtained in an unauthorized way for a group linked to DeepSeek. Plus, a conversation with T-Mobile CEO Mike Sievert after posting a fourth quarter earnings beat and a secret partnership with Apple to implement SpaceX's Starlink service.

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

89% of business leaders say AI is a top priority, according to research by Boston Consulting Group.

0:06.6

The right choice is crucial, which is why teams at Fortune 500 companies use Grammally.

0:12.3

With top-tier security credentials and 15 years of experience in responsible AI,

0:17.6

Grammally is how companies like yours increase productivity while keeping data protected and

0:23.2

private. See why 70,000 teams trust Grammally at grammy.com slash enterprise. The forces shaping markets

0:30.6

and the economy are often hiding behind a blur of numbers. So that's why we created the big take from

0:36.5

Bloomberg podcasts to give you the context you need to make sense of it all. Every day in just of numbers. So that's why we created the Big Take from Bloomberg Podcasts,

0:37.8

to give you the context you need to make sense of it all.

0:40.9

Every day in just 15 minutes, we dive into one global business story that matters.

0:45.5

You'll hear from Bloomberg journalists like Matt Levine.

0:48.4

A lot of this meme stock stuff is, I think, embarrassing to the SEC.

0:52.3

Follow the Big Take podcast on the IHeart Radio app, Apple Podcasts, or wherever you listen.

1:01.8

Bloomberg Audio Studios, Podcasts, Radio News.

1:07.7

From the heart of where innovation, money, and power collide.

1:12.8

In Silicon Valley and beyond, this is Bloomberg Technology with Caroline Hyde and Ed Ludlow.

1:20.3

Thank you. Live from New York, I'm Caroline Hyde.

1:35.6

And I'm Mike Shepard in San Francisco.

1:37.5

This is Bloomberg Technology.

1:39.3

Coming up, ASML fights back deep seat concerns and surges the most since 2020 as stronger chip equipment

1:45.8

orders impress.

1:46.8

Plus, did deep seek improperly use open AI data?

1:51.5

Microsoft and Open AI investigate.

...

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